Accountants
Collect missing tax documents from clients
Compare each client folder with last year’s list and remind clients until it is complete.
See the workflowBy profession
Melete for accountants and bookkeepers
Take the chasing and matching out of every close.
Melete collects missing client documents, works through reconciliation exceptions, gathers W-9s, and prepares notice responses from your clients’ files. Nothing is filed, posted, or paid without approval.
See four example workflowsWhat Melete takes off your plate
- Asking clients for the same documents every season.
- Working through unmatched and uncategorized transactions.
- Collecting W-9s before year-end forms are due.
- Tracing the numbers behind a tax notice.
- Month-end status updates across every client.
Four workflows for accountants and bookkeepers
Accountants
Clear the exceptions in month-end reconciliation
Match statements to transactions and bring you the unmatched items and duplicates.
See the workflowAccountants
Get W-9s in before 1099 season
Total each client’s contractor payments, check for forms on file, and draft requests.
See the workflowAccountants
Prepare the response to a client’s tax notice
Trace the amounts a notice questions and draft a response with supporting documents.
See the workflowWhat stays with you
- Nothing is filed, posted, or paid without approval.
- Suggested categories and entries show the prior coding or document they are based on.
- Each client’s financial documents stay in that client’s project.
- Client requests go out only after you approve the wording.
Works with the tools you already use
GmailMicrosoft OutlookGoogle DriveGoogle SheetsDropboxSpreadsheetsPDFs
Gmail
Microsoft Outlook
Google Drive
Google Sheets
DropboxConnect the sources a task needs, and choose what Melete can access for each one.
Questions
Can Melete file returns or make payments?
Nothing is filed, posted, or paid without approval. Melete prepares the work, such as missing-document lists, reconciliation exceptions, and draft letters, and your team decides what happens next.
Does it work with our accounting software?
Melete works with the files and exports you already use: spreadsheets, bank statement PDFs, email, Google Drive, and Dropbox. You choose which sources it can access for each client.
How are client files kept separate?
Give each client their own project. The staff working on that client see its documents, and client files are not added to firm-wide memory unless someone shares them.
Start with one task you repeat every week
Pick a workflow from this page and try it on real work. Connect only the sources it needs, and keep outgoing messages in review until the results hold up. The same workspace works for a team, and for personal tasks outside work.
Explore the workspaceThese are example requests, not customer stories. Adapt the details to your own work.